Jacob Gall Email and Phone Number
Jacob Gall work email
- Valid
Jacob Gall personal email
Jacob Gall is a Financial Planner at Modern Dollar Planning at Modern Dollar Planning, LLC. He possess expertise in time management, financial literacy, trained in salesforce, trained in microsoft excel, trained in microsoft word and 6 more skills.
Modern Dollar Planning, Llc
View- Website:
- modern-dollar.com
- Employees:
- 3
-
Financial PlannerModern Dollar Planning, Llc Aug 2024 - PresentSt Louis, Missouri, United States
-
Associate Wealth AdvisorCollop Capital Jun 2023 - Aug 2024Greater St. Louis
-
Graduate StudentMckendree University Aug 2022 - May 2023Lebanon, Illinois, United StatesI completed my MBA coursework in May of 2023, earning high grades in courses covering finance, management, marketing, and accounting. -
Director Of Client Services (Intern)Visionary Wealth Advisors Feb 2022 - Aug 2022Brentwood, Missouri, United StatesDistributed account service forms to and communicated with clientsManaged the advisor's scheduleObserved financial planning meetings between advisors and clientsParticipated in economic outlook conference calls with market research firmsResearched and selected a marketing firm suitable to the advisor’s needsCompleted Series 65 courseworkRan analyses of incoming clients’ asset allocation -
Sand Volleyball RefereeSilver Creek Saloon May 2018 - Jul 2022Belleville, IlOfficiated volleyball matchesFacilitated timely execution of volleyball matchesMaintained sports equipment and courts -
Archford Capital InternArchford Capital Strategies Jan 2019 - Dec 2021Swansea, IlDraft and conduct analysis of various reports on client trading, investment fees, client suitability, and investment management for compliance purposes.Observe client facing meetings and shadow relationship managers.Learn about overall market behavior, estate planning, and asset allocation methods. Prepare and distribute performance reports and onboarding documents for clients. -
Amusement Activities AttendantCenterfield Park Jun 2017 - Aug 2018Fairview Heights, IlOperated go kart tracks and vehiclesManaged batting cages and miniature golf courses
-
OwnerBelleville Sport Support Sep 2017 - Apr 2018Fairview Heights, IlShort-term business that designed and screen-printed T-shirts for Althoff Catholic High School sports fans, featuring particular sports, as well as individual athletes.
Jacob Gall Skills
Jacob Gall Education Details
-
Economics And Finance, Entrepreneurship
-
High School Diploma
Frequently Asked Questions about Jacob Gall
What company does Jacob Gall work for?
Jacob Gall works for Modern Dollar Planning, Llc
What is Jacob Gall's role at the current company?
Jacob Gall's current role is Financial Planner at Modern Dollar Planning.
What is Jacob Gall's email address?
Jacob Gall's email address is ja****@****lar.com
What schools did Jacob Gall attend?
Jacob Gall attended Mckendree University, Althoff Catholic High School.
What skills is Jacob Gall known for?
Jacob Gall has skills like Time Management, Financial Literacy, Trained In Salesforce, Trained In Microsoft Excel, Trained In Microsoft Word, Trained In Microsoft Powerpoint, Trained In Microsoft Outlook, Trained In Black Diamond, Trained In Money Guide Pro, Trained In Netx360, Trained In Sharepoint.
Not the Jacob Gall you were looking for?
-
1s3tech.ca -
2gmail.com, bmoharris.com -
Jacob Gall
Washington, Dc -
2msn.com, gmail.com3 +176324XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial